AIS Investor Services
AssistantVicePresident
“Assistant Vice President at AIS Investor Services. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement. direct the day-to-day Investor Services operations for several client sponsored investment funds. Managing Operations”
What You'll Achieve.
Ensuring seamless service delivery is the primary responsibility of the AVP; Ensure monthly and quarterly client deliverables are achieved; Ensure continuous quality improvement
Industry & Context.
Client / investor query resolving; error analysis
Candidate should be open to work in European and North American shift hours as needed by the business, Ability to attend conference calls during non-local business hours, Hybrid role 4 days should work from Office, Shift timings 7PM-4AM.
What They're Looking For.
Must Have
university degree (accounting, business, mathematics, finance or economics), investor services experience required, Fluency in writing and speaking English
Nice to Have
knowledge of VBA and advanced excel skills would be beneficial, Prior staff management experience, Exposure to Hedge fund, Private Equity or Real Asset funds
What You'll Do.
direct the day-to-day Investor Services operations for several client sponsored investment funds
Team is responsible for financial transaction processing (subscription
redemption wire payment
distribution wire payment) and non-financial activities (new investor creation
static data maintenance
statement distribution
audit confirm creation
responding to investor / client queries
multiple time bound projects) both maker and checker.
Ensuring seamless service delivery is the primary responsibility of the AVP
Client / investor query resolving – taking initiative to own all types of client & investor communication – emails & telephonic.
Certain transactions require second review by AVPs depending on amount & risk involved – AVPs are expected to be fully hands on with process to be able to sign off such transaction
AVPs are expected to handle new client / activity transition actively (hiring of staffs
designing training model
monitoring training progress
flagging issues with training
Delegate tasks and manage employee development
Coordinate with auditors internal and external to meet deadlines and requirements
Ensure all internal controls and compliance procedures are properly implemented
To escalate and discuss issues as required
Identify scope for process improvements on an ongoing basis
Service Delivery & Service Quality
Adhere to State Street Alternative Investment Solutions (AIS) strict internal control procedures
Ensure monthly and quarterly client deliverables are achieved
Actively guiding team to go through difficult situation
During the course of normal day to day operation
responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
Take active role in performing error analysis
agreeing on remedial action plan & implementing agreed controls
Ensure continuous quality improvement
Demonstrate positive leadership and people management skills and the ability to work well with others
individually and within a group
Coordinate performance planning process including goal setting
regular and immediate feedback and submission of formalized performance appraisals on designated staff
Actively monitoring staffs under special performance monitoring
Participating in total compensation planning for the team
Lead by example and support employee development and growth
Other Responsibilities
Integrate new business/client onboarding
Coordinate and manage special client and corporate projects
How You'll Work.
Team & Collaboration
AVPs interact with all levels of professionals both internally and externally.; work well with others, individually and within a group; Coordinate with auditors internal and external to meet deadlines and requirements
Communication Scope
exceptional interpersonal and communication skills; Client / investor query resolving – taking initiative to own all types of client & investor communication – emails & telephonic.
Process & Methodology
multiple time bound projects, new client / activity transition, special client and corporate projects
Applying for this Assistant Vice President role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about AIS Investor Services?
Real rants from real employees. Read before you apply.